Our Story

Patrick Golden

FINANCIAL ADVISOR

Patrick Golden's tenure in the financial sector spans over four decades, commencing with First Eastern Bank in the late seventies and continuing with his tenure at Thomson McKinnon Securities in 1986. Notably, Patrick forged a remarkable partnership with his father, Charles, dedicating 15 years to collaborative efforts that laid the groundwork for enduring success. In 2004, Patrick's legacy expanded with the addition of his son, Corey, a distinguished CFP® and Managing Director at Golden Wealth Management, perpetuating the esteemed tradition of familial mentorship. 

As a seasoned professional within multiple prestigious broker dealers, Patrick brings invaluable managerial acumen honed from his tenure at firms such as UBS Financial and Stifel. His extensive experience, notably highlighted by his roles as Branch Manager at both establishments, underscores his capacity for leadership and strategic oversight. 

Patrick remains steadfast in his commitment to our clients and the 

broader community, delivering unwaveringly sound counsel, diversified investment options, and a commitment to personalized service. 



Outside the realm of finance, Patrick treasures moments spent 

with his family, comprising four children and eight grandchildren. Additionally, he maintains fervent support for the New York Yankees and Syracuse Orangemen men's basketball teams, emblematic of his enduring dedication and loyalty. 

Corey Golden

MANAGING DIRECTOR & CFP®

With two decades of experience in the financial industry, Corey serves as a Managing Director and CERTIFIED FINANCIAL PLANNER™. He takes pride in offering personalized financial guidance tailored to each client's unique aspirations and goals. Through his commitment to understanding individual needs, Corey builds long-lasting relationships founded on trust and transparency.

Corey's expertise encompasses wealth management, investment planning, and risk mitigation strategies. His genuine dedication to client well-being and proactive approach to financial planning have been the hallmarks of his career. His goal is to empower clients with the knowledge they have someone on their side to secure their financial future.



Outside of his professional endeavors, Corey finds fulfillment in spending time with his wife and four children and working on Pittston Ketchup with his friends. He also cherishes quiet moments spent engrossed in a good movie or book.

Lisa Foote

OPERATIONS MANAGER

Lisa embarked on her financial services journey in 2000 by answering phones and sorting mail, laying the foundation for her comprehensive understanding of Operations. With an unwavering commitment to excellence, Lisa swiftly transitioned to assume greater responsibilities, becoming a seasoned professional in Cashiering, New Accounts, Compliance, and Order Entry procedures.

Her journey has been marked by a dedication to the intricacies of Operations, where she seamlessly assisted Branch Managers and Operations Managers in the day-to-day functioning of each office she has been a part of. Lisa's acumen for detail, coupled with her proactive approach, has solidified her reputation as a hard-working and dependable professional.

At Golden Wealth Management, Lisa brings her wealth of experience to the team, ensuring the smooth orchestration of our operations. Her focus on maintaining world class standards and and prompt procedures underscores her commitment to the highest levels of service. Lisa is not just an Operations Manager; she is a dedicated individual who believes in making every client's first impression a positive one.

Lisa's journey to Golden Wealth Management is a testament to her exceptional work ethic and proficiency in financial operations. Her inclusion in our team was a true honor, and she continues to contribute her best to bring value and excellence to both our team and our clients.

Beyond her professional achievements, Lisa resides in Mountain Top with her husband Rob. They share their time indulging in outdoor activities like hiking and biking, channeling their creativity into home remodeling projects, and, of course, spoiling their beloved pets, Rex, Nova, and Rooney.

As the Operations Manager at Golden Wealth Management, Lisa embodies the principles of hard work, dependability, and a commitment to delivering exceptional service. We are fortunate to have her on board, steering our operations towards continued success.

Joseph Curtin

MANAGING DIRECTOR

A seasoned financial advisor with over 20 years of expertise. With a master's degree in psychology and a genuine passion for assisting others, Joe combines his deep understanding of human behavior with his financial acumen to offer exceptional guidance to his clients.

Before diving into the world of finance, Joe excelled as a national-class 5000-meter runner, showcasing his determination, discipline, and pursuit of excellence. These traits seamlessly transitioned into his role as a financial advisor, where he endeavors to help clients achieve their goals and scale new heights of financial success.

Beyond the realm of finance, Joe finds solace in the embrace of nature and delights in exploring the great outdoors. He resides in the idyllic Saratoga Springs, NY, alongside his wife Lisa and their two daughters. Joe frequently embarks on invigorating hiking expeditions, allowing him to reconnect with the wonders of the natural world. This profound appreciation for exploration and nature's marvels further enhances Joe's ability to guide clients through the intricacies of financial planning and investment strategies.